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Iris Xu Monarch

Morgan Stanley

Syracuse, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-29
TX RA APPROVED_RES 2020-05-05
VA RA APPROVED 2016-03-11
  • NY RA
    APPROVED
    Since 2021-11-29
  • TX RA
    APPROVED_RES
    Since 2020-05-05
  • VA RA
    APPROVED
    Since 2016-03-11

Branch Locations

250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Syracuse NY 12/2015 Present
Morgan Stanley Private Bank, N.A. New York NY 02/2016 Present
  • 12/2015 → Present
    Morgan Stanley Smith Barney Llc
    Syracuse, NY
  • 02/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2016-03-11

View on SEC IAPD

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